Q2 2025 · 13F-HR
Buckley Wealth Management, LLCholdings as filed
Filed 2025-08-11 · accession 0001172661-25-002989
$334.1M
Reported value
108
Positions
2025-06-30
Period end
The Brief · Buckley Wealth Management, LLC · Q2 2025
AI · grounded in 13F
Buckley Wealth Management, LLC established a new position in MSFT valued at $34.46M. The fund also initiated new stakes in AAPL for $32.32M and BRK/B for $19.10M. Other new additions include CVX, JPM, and AMZN. The fund ended the period with 108 positions and total AUM of $334.15M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $34.5M | 10.3% | 69,284 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $32.3M | 9.67% | 157,529 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $19.1M | 5.72% | 39,326 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP NEW | $17.3M | 5.17% | 120,625 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $17.1M | 5.11% | 58,950 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $16.6M | 4.97% | 75,724 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $15.1M | 4.52% | 85,717 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $11.7M | 3.49% | 108,258 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $9.8M | 2.93% | 9,890 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $9.3M | 2.78% | 33,293 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $9.3M | 2.78% | 60,757 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $9.1M | 2.73% | 131,668 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $9.1M | 2.72% | 56,984 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $4.9M | 1.47% | 70,521 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $4.5M | 1.36% | 57,350 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $4.5M | 1.35% | 28,583 | Common | SOLE |
| 451107106 | IDA | IDACORP INC | $4.5M | 1.35% | 39,005 | Common | SOLE |
| 88579Y101 | MMM | 3M CO | $4.2M | 1.25% | 27,427 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $3.8M | 1.14% | 10,432 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $3.6M | 1.07% | 9,190 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $3.1M | 0.93% | 11,320 | Common | SOLE |
| 26614N102 | DD | DUPONT DE NEMOURS INC | $3.1M | 0.93% | 45,292 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $3.0M | 0.91% | 16,355 | Common | SOLE |
| 00206R102 | T | AT&T INC | $2.9M | 0.87% | 101,000 | Common | SOLE |
| 260557103 | DOW | DOW INC | $2.5M | 0.76% | 95,401 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $2.4M | 0.73% | 19,715 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $2.3M | 0.70% | 95,976 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $2.2M | 0.67% | 10,083 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $2.2M | 0.67% | 47,265 | Common | SOLE |
| 172967424 | C | CITIGROUP INC | $1.9M | 0.56% | 21,877 | Common | SOLE |
| 14149Y108 | CAH | CARDINAL HEALTH INC | $1.9M | 0.56% | 11,076 | Common | SOLE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $1.8M | 0.53% | 3,800 | Common | SOLE |
| 501044101 | KR | KROGER CO | $1.7M | 0.51% | 23,707 | Common | SOLE |
| 92826C839 | V | VISA INC | $1.7M | 0.50% | 4,684 | Common | SOLE |
| 03073E105 | COR | CENCORA INC | $1.6M | 0.48% | 5,380 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $1.5M | 0.46% | 5,965 | Common | SOLE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $1.5M | 0.46% | 3,486 | Common | SOLE |
| 969457100 | WMB | WILLIAMS COS INC | $1.5M | 0.45% | 24,140 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $1.5M | 0.44% | 7,119 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $1.5M | 0.44% | 5,505 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.4M | 0.43% | 2,530 | Common | SOLE |
| 783549108 | R | RYDER SYS INC | $1.4M | 0.42% | 8,790 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $1.4M | 0.41% | 6,297 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $1.4M | 0.41% | 3,850 | Common | SOLE |
| 87612G101 | TRGP | TARGA RES CORP | $1.3M | 0.40% | 7,640 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $1.3M | 0.39% | 7,395 | Common | SOLE |
| 871829107 | SYY | SYSCO CORP | $1.3M | 0.39% | 17,279 | Common | SOLE |
| 87165B103 | SYF | SYNCHRONY FINANCIAL | $1.3M | 0.39% | 19,295 | Common | SOLE |
| 91913Y100 | VLO | VALERO ENERGY CORP | $1.3M | 0.38% | 9,485 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $1.3M | 0.38% | 4,341 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $1.3M | 0.38% | 8,938 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $1.2M | 0.37% | 2,621 | Common | SOLE |
| 682680103 | OKE | ONEOK INC NEW | $1.1M | 0.34% | 14,020 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $1.1M | 0.34% | 11,110 | Common | SOLE |
| 56585A102 | MPC | MARATHON PETE CORP | $1.1M | 0.34% | 6,800 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $1.1M | 0.33% | 14,840 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $1.1M | 0.33% | 4,574 | Common | SOLE |
| 83444M101 | SOLV | SOLVENTUM CORP | $1.1M | 0.32% | 14,142 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $1.1M | 0.32% | 10,948 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $1.1M | 0.32% | 3,329 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $1.0M | 0.31% | 3,348 | Common | SOLE |
| 31428X106 | FDX | FEDEX CORP | $1.0M | 0.31% | 4,550 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $991,334 | 0.30% | 5,443 | Common | SOLE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $978,931 | 0.29% | 3,033 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $957,383 | 0.29% | 4,184 | Common | SOLE |
| 086516101 | BBY | BEST BUY INC | $951,903 | 0.28% | 14,180 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $902,380 | 0.27% | 3,274 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $901,609 | 0.27% | 2,318 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $893,992 | 0.27% | 1,220 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $867,690 | 0.26% | 9,954 | Common | SOLE |
| 87612E106 | TGT | TARGET CORP | $865,161 | 0.26% | 8,770 | Common | SOLE |
| G25508105 | CRH | CRH PLC | $817,387 | 0.24% | 8,904 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $790,564 | 0.24% | 2,645 | Common | SOLE |
| 21871X109 | CRBG | COREBRIDGE FINL INC | $783,698 | 0.23% | 22,076 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $780,648 | 0.23% | 1,103 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $779,511 | 0.23% | 3,388 | Common | SOLE |
| 09290D101 | BLK | BLACKROCK INC | $769,100 | 0.23% | 733 | Common | SOLE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $764,126 | 0.23% | 1,094 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $760,649 | 0.23% | 3,479 | Common | SOLE |
| 92939U106 | WEC | WEC ENERGY GROUP INC | $710,957 | 0.21% | 6,823 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $669,971 | 0.20% | 5,074 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $632,978 | 0.19% | 812 | Common | SOLE |
| 30225T102 | EXR | EXTRA SPACE STORAGE INC | $576,196 | 0.17% | 3,908 | Common | SOLE |
| 624756102 | MLI | MUELLER INDS INC | $572,979 | 0.17% | 7,210 | Common | SOLE |
| 756109104 | O | REALTY INCOME CORP | $558,010 | 0.17% | 9,686 | Common | SOLE |
| 092113109 | BKH | BLACK HILLS CORP | $494,858 | 0.15% | 8,821 | Common | SOLE |
| 103304101 | BYD | BOYD GAMING CORP | $469,380 | 0.14% | 6,000 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $444,801 | 0.13% | 1,910 | Common | SOLE |
| 844895102 | SWX | SOUTHWEST GAS HLDGS INC | $424,023 | 0.13% | 5,700 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $413,206 | 0.12% | 3,847 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $403,200 | 0.12% | 18,000 | Common | SOLE |
| 00847J105 | AGYS | AGILYSYS INC | $390,693 | 0.12% | 3,408 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $326,486 | 0.10% | 617 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $323,127 | 0.10% | 1,013 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $308,522 | 0.09% | 418 | Common | SOLE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $291,660 | 0.09% | 1,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $276,705 | 0.08% | 1,950 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $250,455 | 0.07% | 3,540 | Common | SOLE |
| 315948109 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $245,314 | 0.07% | 2,610 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $239,616 | 0.07% | 299 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $234,261 | 0.07% | 1,757 | Common | SOLE |
| 860372101 | STC | STEWART INFORMATION SVCS COR | $227,850 | 0.07% | 3,500 | Common | SOLE |
| 097023105 | BA | BOEING CO | $226,292 | 0.07% | 1,080 | Common | SOLE |
| G7496G103 | RNR | RENAISSANCERE HLDGS LTD | $218,124 | 0.07% | 898 | Common | SOLE |
| 75700L108 | RRR | RED ROCK RESORTS INC | $210,722 | 0.06% | 4,050 | Common | SOLE |
| 957638109 | WAL | WESTERN ALLIANCE BANCORP | $201,344 | 0.06% | 2,582 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $200,300 | 0.06% | 2,500 | Common | SOLE |
| 09262F100 | ECAT | BLACKROCK ESG CAP ALLC TERM | $160,600 | 0.05% | 10,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.